SIC

Salem Investment Counselors Portfolio holdings

AUM $3.49B
1-Year Est. Return 27.91%
This Quarter Est. Return
1 Year Est. Return
+27.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$4.08M
3
+$2.93M
4
AMZN icon
Amazon
AMZN
+$2.82M
5
BABA icon
Alibaba
BABA
+$2.17M

Top Sells

1
+$2.43M
2
+$2.2M
3
+$677K
4
DFS
Discover Financial Services
DFS
+$526K
5
LOW icon
Lowe's Companies
LOW
+$475K

Sector Composition

1 Technology 25.59%
2 Consumer Discretionary 14.36%
3 Financials 11.82%
4 Communication Services 10.51%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$247K 0.01%
1,993
302
$246K 0.01%
9,885
303
$242K 0.01%
23,510
-17,047
304
$242K 0.01%
13,281
+2,664
305
$236K 0.01%
986
306
$234K 0.01%
4,706
307
$232K 0.01%
778
308
$229K 0.01%
18,583
309
$227K 0.01%
3,538
+341
310
$227K 0.01%
2,634
+911
311
$226K 0.01%
3,654
+3,342
312
$225K 0.01%
3,108
+207
313
$224K 0.01%
+12,854
314
$223K 0.01%
3,918
-497
315
$222K 0.01%
4,660
316
$220K 0.01%
1,225
317
$219K 0.01%
+11,000
318
$219K 0.01%
+35,000
319
$214K 0.01%
1,890
-62
320
$213K 0.01%
3,200
321
$211K 0.01%
2,360
+1,460
322
$211K 0.01%
4,783
323
$207K 0.01%
650
-100
324
$205K 0.01%
13,362
+2,782
325
$204K 0.01%
10,098
11 12
13
14 15